⁠Investing visuals
CrowdStrike $CRWD has been named a leader in the Forrester Wave: Attack Surface Management Solutions.

Here's the company at a glance👇 https://t.co/UOGKeIMMmt
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AkhenOsiris
Bad news is good news again, whew! Those 5 minutes where bad news was bad, difficult times.
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AkhenOsiris
CNBC:

Anthropic projecting $1B revenue in 2024, up 1000%+ year-over-year
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AkhenOsiris
Tsk tsk, decelerating growth for sure from here 👎🏽
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⁠Stock Analysis Compilation
River Oaks Capital on Citizens Bank $CFG US

Citizens Bank’s exceptional management and strategic positioning, backed by significant cash reserves, make it a compelling growth opportunity with a high upside potential

(Extract from their Q2 letter) https://t.co/a8T5NCIvhT
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⁠App Economy Insights
$HIMS Hims & Hers under the microscope.

📈 Growth drivers.
📊 Key metrics visualized.
⚠️ Potential risks & challenges.
🔎 Business model breakdown.

Is it the real deal or another $TDOC?
https://t.co/ZsuxShhIdB
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⁠Value Spotlight (Andrew Sather)
RT @ValueSpotlight: Animated Guide: Growth Rate for Terminal Value/ Stable Growth Rate for DDM https://t.co/mg9dIVCNhi
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⁠Hidden Value Gems
+8% today

$KSPI came up with a decent response. https://t.co/hV2YACOmmP

Probably a buying opportunity 👉🏼 $KSPI

Just adding a word “Russia” and expecting the stock to tank…

I would be more cautious about $FRHC though, which was also subject to a short seller attack and is now +50% from its lows.

cc @CulperResearch https://t.co/fzFcG59Gpc - Hidden Value Gems
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⁠Librarian Capital
FDA Modified Risk Tobacco Product authorizations

4 product groups have successful MRTP applications:

Philip Morris IQOS
Swedish Match "General" snus (also owned by $PM)
Altria $MO Copenhagen Snuff
VLN cigarettes

VLN is owned by 22nd Century Group $XXII https://t.co/CUCIj5HFJq
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